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Disclosery

GeoWealth Management, LLC: ENB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GeoWealth Management, LLC on ENB, newest first. How the timeline and the estimate are built.

GeoWealth Management, LLC held 12,496 ENB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,496 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $677,407.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,528 shares
    Change vs previous 13F +161 shares

    0.02% of the 13F portfolio, value $678,265.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,367 shares
    Change vs previous 13F -3,174 shares

    0.02% of the 13F portfolio, value $591,513.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,541 shares
    Change vs previous 13F +11,741 shares

    0.03% of the 13F portfolio, value $784,199.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,800 shares
    Change vs previous 13F +771 shares

    0.01% of the 13F portfolio, value $172,216.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,029 shares
    Change vs previous 13F +2,278 shares

    0.01% of the 13F portfolio, value $134,214.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 751 shares
    Change vs previous 13F +611 shares

    <0.01% of the 13F portfolio, value $31,865.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 140 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,685.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).